SSI’s 23 years of experience with ERP, Accounting, CRM and Project Accounting software has been recognized by Deltek as their New Partner of the Year and by Accounting Technology magazine with their prestigious Pacesetter Award (seven-time recipient).

Empower your marketing and sales team to efficiently produce winning proposals that stand out from the competition - including custom proposals, RFP responses and government proposals. Ensure your proposals contain the most recent and relevant information by giving employees access to an up-to-the-minute central source of company boilerplates, metrics, résumés and more. Integration with Microsoft Word and desktop publishing systems ensures that proposals are delivered in a graphical style reflecting your firm's brand. With Vision Proposal Automation, you can focus on perfecting a winning image rather than wasting valuable time searching through dated and irrelevant material.

• Deltek Vision ensures consistency and fast creation of proposals and eliminates cut-copy-paste proposal creation.
• Update content in one place to make it available for all proposals. Vision assures that proposals don't accidentally include outdated and obsolete information culled from older proposals.
• Integration with Microsoft Word and popular desktop publishing systems.

Part of winning new business is ensuring that the project and services estimates that you produce are based on a sound analysis of the costs and the margins you are trying to achieve. In addition, managers need a tool to quickly produce accurate estimates and then turn those estimates into active plans once the work had been secured. Deltek Vision's Services Estimating capabilities simplify labor and expense estimating by automatically calculating project costs and margins. Integrated with Deltek Vision's Resource Planning module, approved service estimates are seamlessly converted into an active project plan, thereby reducing input error and improving overall efficiencies.

• Develop forecasts to internally determine project viability. Quickly deliver project estimates in a variety of formats that accurately reflect target revenue and margins.
• Minimize data entry errors and avoid redundancies Simplify estimation-to-planning process.
• Easily analyze projections to determine optimal billing rates.

Deltek Vision Time & Expense Management

Managing financial performance by project is critical for professional services firms. Deltek Vision integrates project control with the general ledger so you can track profitability in real time and identify problems as they arise. Vision includes a complete set of business finance tools such as accounts payable and receivable, revenue recognition, overhead allocation, multi-company and multi-currency support and project and financial reporting. Deltek Vision Financial and Project Accounting is seamlessly integrated with all Vision modules, ensuring that costs are shared automatically while maintaining tight internal control and a comprehensive audit trail.

• Simplifies the management of complex projects by allowing up to three levels of project structures with user-defined labels to meet individual needs. Levels can be defined at both the global and project level.
• Intuitive data entry to facilitate accounting and financial transactions. Built in checks/balances validate and ensure appropriate account coding. Fully integrated with entire Vision product suite.
• End-to-end tracking from opportunity through project completion. Interactive general ledger reporting provides complete account balance drill-down to reveal underlying transaction detail.
• Provides the ability for users to maintain separate budgets, balance sheets, financial statements, and general ledger reports by any business unit to provide effective financial and resource performance tracking for all areas of the firm.
• Supports hundreds of concurrent users while adaptable to meet the requirements and resources of smaller firms. Universal access and zero-client install ensure that any Web-based user has ‘anytime, anywhere' system access.

Deltek Vision Payroll

Deltek Vision Payroll simplifies every aspect of the payroll process. It increases accuracy, provides flexible payroll processing, generates payroll runs automatically and provides a full range of detailed reports. Payroll is integrated with the other Vision modules, providing smooth and accurate information flows throughout the financial management system.

Support for direct deposit of payroll checks improves process efficiency for direct-deposit resources. The payroll and check processing in Deltek Vision offer the ability to export AP checks and payroll data for printing via a service bureau outside of Deltek Vision. The Payroll Data Export report enables firms to export payroll data into various data formats to verify accuracy and reduce paper waste before final transmission to third party check processing vendors.

• Automatically calculates earnings, company contributions, deductions and taxes.
• Supports all U.S., federal, state, and local payroll taxes.
• Export Vision data directly to ADP® or Paychex® for processing.
• Shares information with other Deltek Vision modules, including: Financial and Project Accounting, Time and Expense, and Billing for seamless payroll management and reporting.

• Automatically captures all billable labor and expense transactions, applies rate tables and employee overrides, calculates fees, and generates draft and financial invoices in a variety of templates to improve accuracy and streamline the billing process.

Deltek Vision Purchasing

Deltek Vision Purchasing manages your firm's entire requisition, purchasing and receiving cycle - no matter how simple or sophisticated - while maintaining full integration with Financial and Project Accounting and Resource and Project Management modules. It supports the creation and tracking of purchase orders for materials, supplies, capital items and services for both project-related and in-house needs. Ensure that all purchases are tracked accurately and efficiently with built-in workflow and approval features.

Vision Purchasing manages your firm's entire purchasing cycle - simple or sophisticated - while maintaining integration with Financial and Project Accounting and Resource and Project Management modules. It supports the creation and tracking of purchase orders for materials, supplies, capital items and services for both project-related and in-house needs. And by using Vision's built-in workflow and approval features, all purchases can be tracked accurately and efficiently.

For Vision clients that also sell product (e.g., hardware or software), Vision Purchasing includes a feature set for managing inventory. It will track inventory on hand by location, calculate average product cost and will automatically create a purchase order when quantities reach a specified level. When an inventory item is sold, it automates the assignment of units, client charge and cost to the project.

• Track inventory on hand and cost by location and automatically assign cost to projects.
• Manage the complete purchasing cycle in a paperless environment with online, browser-based requisitions, RFQs, purchase orders and receiving.
• Route purchase orders through the appropriate approval channels to ensure a smooth purchasing process and improve efficiencies.
• Management controls designate employee access to each requisition stage during the purchase cycle.
• Share information with other Deltek Vision modules, including ledger, financial reporting, and project control to streamline operations and improve accounting, project, budgeting, and planning data accuracy.

Deltek Vision CRM 

Deltek Vision Client Relationship Management (CRM) automates the entire lead-to-execution project life cycle by encompassing all of the tools you need to win new business and strengthen existing relationships. Automate client and contact management, opportunity tracking, marketing campaign management, business development and activity management. Integrate with Microsoft Outlook and Lotus Notes® to facilitate more collaboration throughout the organization. With a single central source of information accessible to everyone in your firm, you are empowering your team to fully leverage their collective knowledge.

• Consistent execution of business development and client relationship management activities across the organization; more satisfied clients; more repeat business.
• Outlook integration means more consistent execution of business development and client relationship management activities across the organization.
• Single database eliminates redundant data entry and maintenance; increases data accuracy-'one version of the truth.’
• Handheld device access offers convenience and leads to more informed users for better decision making.

Meet the challenge of effective collaboration — regardless of where team members are located. Deltek Vision Document Management fosters information sharing by providing a single Web-based document collaboration platform for your team to share. Team members from around the firm and around the world can upload, share, review and edit documents from within Vision using a Web browser. In addition, give purpose and meaning for each document by associating each with clients, projects, employees and opportunities — providing a total knowledge management solution.

• Fosters internal and external information sharing to increase productivity, improve efficiencies, and streamline operations.
• Built upon and integrates with existing deployments of Microsoft Windows Sharepoint Services and is tightly integrated with Windows Server 2003 for maximum performance, stability and security.
• Flexible security model tied to Deltek Vision's robust security system to manage document library user access, and document editing and management rights.
• Store, share, and collaborate on a set of documents for every project, employee, client, contact, opportunity or other key Vision record. Link single document to one Vision record, or to multiple records in multiple Info Centers. 

Deltek Vision Mobile Application Suite 

A firm's resources are its most valuable as well as its costliest assets. Anything impacting the efficiency of a billable resource directly affects the firm's revenue. Delivering the tools to increase efficiencies and improve business processes drives a firm's growth and profitability.

Providing ‘anytime, anywhere' access, Deltek Vision's new Mobile Applications Suite enables users to enter timesheet and expense reports and access Vision CRM data from mobile devices and laptops whether connected or disconnected from the Deltek Vision database.

Deltek's Mobile Applications Suite improves employee productivity, streamlines the billing process and improves a firm's cash flow by facilitating the accurate and timely collection of project-related costs as they occur..

• Reduces employee downtime and improves productivity.
• Enables “real-time” time and expense collection.
• Streamlines billing to improve overall cash flow.
• Convenient access to Vision CRM data from anywhere anytime.

Deltek Vision Reporting

Deltek Vision's interactive reporting environment allows users to access and analyze data -- from key financial metrics and project analysis to opportunity tracking and resource utilization -- tailoring each report to specific needs. The award-winning system includes more than 200 standard reports ranging from the simple to the sophisticated. This flexible reporting framework makes it easy to configure, preview, print and e-mail reports to share them with others in the firm.

SQL Server Reporting Service (SSRS), is used for all standard and ad-hoc reporting functionality. SSRS is an integrated part of Microsoft’s broader business intelligence (BI) framework that enables seamless integration with .Net, SharePoint 2007® and other tools like Microsoft Excel®.

Vision Reports are offered for all areas of the project-based business lifecycle for analysis and effective decision-making, including:

• Business Development: CRM Reports offer the ability to track marketing campaigns, forecast and track opportunities, as well as profile clients.
• Project Planning: Planning Reports deliver the data and metrics needed to forecast future performance.
• Project Management: Project Reports provide end-to-end information about all aspects of projects currently in your portfolio.
• Accounting: Accounting Reports deliver detailed business activity during any given period.
• Client Billing: Billing Reports supply financial information needed to streamline customer invoicing and manage your cash flow.

Deltek Vision Dashboard

Deltek Vision includes powerful analytics and reporting that provides key stakeholders with real-time metrics that offer visibility into all areas of the organization, plus the capability to drill-down to more detailed information.

The Vision Dashboard is a graphical entry point to your company's data that configures a single Web page with real-time information and tools to facilitate decision-making and alignment of goals. It includes many optional, pre-configured ‘dashparts’ that allow users to display live Vision reports, key financial indicators, Alerts, views from other parts of the application like Visualization or Resource Planning, and user defined content from other applications and web sites. Dashboards can be easily customized for each user's needs or can be assigned to each user based on their role (e.g., a Project Manager Dashboard). Report options can be set to automatically filter content according to user's access rights. For example, a Project Manager will see report content for only his projects. 

Vision Performance Management offers your project-focused organization a powerful business intelligence tool to help you turn critical business data into knowledge. Empower your company to move beyond financial reporting to a more comprehensive view of strategic and operational indicators. Key features and benefits include:

·         Ability to identify and analyze business trends in specific geographies, markets or disciplines to determine future opportunities and risks

·         Point-and-click filtering, including side-by-side comparisons, updated dashboard metrics and interactive drill-down to transaction level details

·         Drag-and-drop design tool for easy and economical customization of dashboards

·         Save time and money by eliminating custom reports and manual report compilations

·         Scalable for all size businesses and easy deployment of mobile dashboards

·         Tailored, Role-Based Dashboards

Five pre-configured, role-based dashboards are included with Vision Performance Management. These secure dashboards allow critical information to be distributed and shared; giving your management team and staff the ability to collaborate and make key decisions based on real-time business performance metrics.

·         Executive Dashboard – Designed to provide an enterprise-wide view of overall company health.

·         Principal Dashboard – Designed for individuals who are responsible for a group of project managers and for the successful delivery of a group of projects.

·         Organization Leader Dashboard – Designed for those in leadership roles who are responsible for people, projects and financial performance of their organization.

·         Project Manager Dashboard – Focused around individual projects and the performance of a project manager's portfolio.

·         Finance Dashboard – Designed to provide a visual view of an income statement or balance sheet with filters by organization, type of account and year - making is easier to compare trends over time and complete comparison analyses of spending to revenue.

Deltek Vision Technology

The innovative Vision technology platform was developed with one driving principal — to streamline IT and business processes. Vision's technology foundation breaks down traditional application boundaries by providing users with universal access to information through an interface that is tailored to your unique business processes. The result is an application people will use because it simplifies their work day through automation, executives and managers will rely on because it effectively delivers timely key performance indicators they need to run the business and will provide IT professionals with scalable technology and tools to adapt and extend the application to meet the firm's unique requirements.

• 100% web-based technology
• Innovative technology foundation built entirely within the Microsoft .NET framework
• SOA and Web Services for customization and integration
• Seamless integration with Microsoft Office
• Mobile Applications for anytime, anywhere access

Configuration versus Customization
Every firm has unique requirements. Deltek Vision was designed to allow firms to easily configure the application to meet these unique requirements without complex coding or costly customization. From configuring screens, reports and terminology to applying role-based security down to the field level, Vision provides the tools to tailor the user experience. The payoff: an application that easily adapts to your business.

Workflow
Think of the complexity of some of your firm's business processes — those that have numerous steps, require coordination between multiple people, departments or offices, and span days, weeks, or months. Each step of the way, the opportunity exists for someone to drop the ball or make a costly mistake. The Deltek Vision Workflow Manager keeps processes on track, automates time-consuming manual tasks, and keeps players informed and involved. The payoff: lower operational costs, greater agility, and quicker response to client needs.

Integration with Other Software and Services
It is critical form firms to be able to leverage their existing IT investments through integration. Deltek Vision's Web Services APIs allow firms to more easily ingrate Vision with other mission critical applications. In addition, Deltek Vision can be extended to interface with other web services that enhance the user's experience. The payoff: Vision can be extended to leverage critical information sources and services for greater efficiency.

Mobile Access
Busy professionals like you tend to be very mobile. For many firms, if employees are not on the road, the firm is not making money. The Deltek Vision Mobile Applications Suite ensures that your employees have access to key information from any Internet connection, an offline edition and on devices that run Microsoft Windows Mobile 5.0 Pocket PC or 6.0 Professional such as the Palm Treo 700W/WX and Sprint’s Mogul by HTC. The payoff: employees have universal access to information from anywhere, anytime.

Microsoft Office Integration
Many users regularly rely on Microsoft Office applications like Outlook, Excel, PowerPoint, Word, and Communicator for collaboration and document production. Deltek Vision is combined with the comfort and universal acceptance of Microsoft Office. Users working in the Office applications they know can use them in conjunction with Deltek Vision. The payoff: much greater user adoption and productivity. 

The Consulting Edition of Deltek Vision is specifically designed to encompass all of the processes within your organization. We help you stop wrestling with disparate tools and non-integrated solutions by giving you a single version of the truth to run your business. Our .NET based architecture delivers a single, web-based solution that can be accessed anytime and anywhere by the mobile workforce. This gives your employees access to the right information to make well-informed decisions and manage engagements successfully.

Winning new business keeps you growing and proper engagement management ensures your long-term success. It is critical you have data and processes that provide clear visibility into all aspects of your service delivery lifecycle. The Consulting Edition of Deltek Vision offers a complete end-to-end solution to help you manage your entire business including:

• CRM
• Service Estimates and Proposals
• Resource Management
• Engagement Management
• Time and Expense
• Billing and Accounting
• Portfolio Analysis and Dashboards
  Deltek Vision for Architecture and Engineering Firms

The AE and Environmental (AEE) services firm is the quintessential project-driven enterprise. The need to manage project time and expenses to a variety of project activities under a number of contractual arrangements creates complex management and operational challenges that Deltek specializes in resolving.

Deltek helps AEE firms meet their most pressing challenges, including:

• Capturing, presenting and disseminating meaningful project, financial and marketing information
• Managing resources and controlling costs
• Meeting financial governance standards
• Building the right project portfolio
• Winning new projects
• Driving high and sustainable levels of profitability